Templates Business Operations Customer Success Story Form Template

Customer Success Story Form Template

Use This Template
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Customer Information

Full Name

Product/Service Used

Success Story Details

Success Story

Attachments & Permissions

Click or drag a file to this area to upload.
This image will be displayed along with your testimonial
Click or drag a file to this area to upload.
Your company logo will be attached to the success story
Consent to Use Information
Clear Signature

The Customer Success Story Form Template by WPForms is designed for all kinds of businesses, brands, and software companies that want to collect inspiring stories, case studies, or reports from customers who have used their products/services.

How Does the Customer Success Story Form Template Work?

The Customer Success Story Form Template requires the WPForms Pro License, since it uses the Post Submissions Addon to collect and gather all information regarding a customer’s experience regarding a product/service. Fields include:

  • Customer Information:
    • Full Name: Captures the name of the individual sharing their success story.
    • Company: Identifies the company or organization where the individual works.
    • Job Title: Helps understand the professional role of the storyteller.
    • Email Address: Essential for follow-up communication and updates.
    • Phone Number: Facilitates direct contact if further details are needed.
  • Product/Service Used:
    • Product/Service Name: Specifies the product that played a role in their success.
    • Duration of Use: Indicates how long the product or service has been in use.
    • Primary Use Case: Helps understand the primary application of the product..
    • Would you recommend our product/service?: A simple yes/no field.
    • Suggestions for Improvement: Offers feedback for product enhancement.
  • Success Story Details:
    • Challenge Faced: Describes the initial problem or challenge encountered.
    • Solution Implemented: Details the strategy employed using the product/service.
    • Results Achieved: Highlights the positive outcomes or benefits experienced.
    • Success Story: A section where customers can elaborate on their journey.
    • Testimonial: Allows for a concise, quotable statement of endorsement.
  • Attachments & Permissions:
    • Upload a Picture: Provides a way to represent the success story visually.
    • Upload Company Logo: For branding purposes and to authenticate the story.
    • Consent to Use Information: A crucial legal checkbox for the use of their story.
    • Signature and Date: For the authenticity of the submission and agreement to terms.

Sign up with WPForms today and access the Customer Success Story Form Template. It is perfect for businesses, NGOs, bloggers, and any individual eager to showcase real-life examples of their products/services.